Financial Cents + Google Drive
Create folders in Google Drive for every new client in Financial Cents
When a new client is added in Financial Cents, this workflow instantly generates a corresponding folder in Google Drive. Streamlining client onboarding, it ensures all your important files and documentation are systematically organized right from the start. You'll save time and effort while increasing accuracy and efficiency with this seamless integration.
When a new client is added in Financial Cents, this workflow instantly generates a corresponding folder in Google Drive. Streamlining client onboarding, it ensures all your important files and documentation are systematically organized right from the start. You'll save time and effort while increasing accuracy and efficiency with this seamless integration.
- When this happens...New Client
Triggers when a new client is created.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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New Client
Triggers when a new client is created.
Try ItDisplay NameRequired
Contact Name
Contact Email
Contact Phone
Contact Mobile
Contact Address
TemplateRequired
Client
Zapier Date
NameRequired
New Contact
Triggers when a new contact is created.
Try ItClient IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
Contact IDRequired
Contact NameRequired
Contact Email
Contact Phone
Contact Mobile
Contact Address
Notes
NameRequired
